Up to 20hrs
Saved per sales rep every week
The fastest way to create detailed, accurate revenue forecasts in Salesforce
Eliminate clunky workarounds and error-prone spreadsheets. revVana generates
real-time forecasts and unlocks critical revenue insights in seconds.
Automate your offline, manual forecasting process
Tired of spending your days downloading and uploading data from Salesforce? revVana empowers SalesOps and RevOps teams to create revenue forecasts directly in Salesforce. It’s faster, more accurate, and way more secure than Excel.
90%+
Forecast accuracy
Thousands
of spreadsheets replaced
Up to 1 month
forecast lag time eliminated
Easily create, manage, and analyze revenue forecasts
CREATE REVENUE FORECASTS
Configure data however, whenever you need
Create a forecast off any object in Salesforce. Segment by rep, territory, opportunity, and more, and apply finance rules and formulas to create accurate projections for your unique revenue streams.
- Forecast over any duration and frequency
- Forecast any amount or unit
- Create snapshots for change analysis
MANAGE REVENUE FORECASTS
Keep forecasts in sync with the source
Your sales reps are already entering and updating your data in Salesforce. revVana takes that data and automatically creates revenue forecasts, without interrupting your team’s day-to-day.
- Forecasts move and update when Salesforce data changes
- Easily edit forecasts as needed
- Track changes for full transparency across departments
VISUALIZE & ANALYZE DATA
Gain insight into your data to know where to take action
Get more out of your Salesforce reports. Generate easy-to-understand data visualizations that tell a story about what’s happening in the business. All the insights you need to make proactive, business decisions.
- Compare forecasts vs actuals to validate pricing and discounts
- Spot project delays or budget overages
- Improve visibility into resource and demand planning
Implement revVana in 6 weeks or less
Before revVana, we relied on manual entry of schedules which was a frustrating and time-consuming process for team members. We now have timely, accurate, and auditable revenue forecasts that enable real-time revenue dashboards all the way to the C-suite.
Matthew Lee
Senior Director, Sales & Marketing Operations, Certis Oncology
How revVana works in Salesforce
revVana is 100% native to Salesforce, enabling you to generate forecasts in the system that already manages your sales and relationships.
Sales Cloud
Create configurable forecasts from any objects (Opportunities, Accounts, or any custom object) that incorporate the forecasting models currently unavailable in Salesforce.
Revenue Cloud
Create forecasting workflows that move from opportunity forecasts to order forecasts, or forecast consumption products using tiered or range-based pricing.
Revenue Intelligence
Revenue schedules provide a granular set of data for rich analysis in CRMA, making it easy to compare scenarios like forecast vs actuals or booked vs latest forecasts.
Take your revenue analysis beyond closed-won and:
- expand your forecasts into month-by-month
- take advantage of improved granular data for CRMA dashboards.
